DOSSIER · 13F-HR · Q1 2026

Oakmont Advisory Group, LLC

$98M in tracked AUM across 119 positions as of Q1 2026.

OA
CIK 0002115370 · last filed Mar 31, 2026
Total AUM
$98M
as of Q1 2026
Holdings
119
positions
Whale Score
46
46
tracked
Activity
no data
changes this Q
AI Analysis · Q1 2026

Oakmont Advisory Group, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
VOO
VANGUARD INDEX FDS
$13M22K13.4%
02
DFUS
DIMENSIONAL ETF TRUST
$5M76K5.5%
03
VEA
VANGUARD TAX-MANAGED FDS
$4M66K4.3%
04
VWO
VANGUARD INTL EQUITY INDEX F
$4M69K3.8%
05
QQQ
INVESCO QQQ TR
$4M6K3.6%
06
ICSH
ISHARES TR
$3M65K3.4%
07
DFAS
DIMENSIONAL ETF TRUST
$3M38K2.8%
08
VCIT
VANGUARD SCOTTSDALE FDS
$2M28K2.4%
09
VIG
VANGUARD SPECIALIZED FUNDS
$2M10K2.1%
10
BND
VANGUARD BD INDEX FDS
$2M24K1.8%

Filing history

2026Q1Mar 31
$98M 4.8%
119 positionsView →
2025Q4Dec 31
$94M
116 positionsView →